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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Medinger is a financial advisor with Truist Advisory Services, INC. Michael is a registered Investment Advisor Representative (IAR) in Maryland. Michael has been in the financial industry for more than 30 years. Michael holds several designations, including Chartered Financial Analyst. Michael has experience in various areas of financial planning, including portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
09/22/2021 - Present
Truist Advisory Services, Inc. (HUNT VALLEY MD)
CO
01/30/1996 - 09/02/1999
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
09/20/1993 - 01/05/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
12/24/1991 - 08/25/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 9/9/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/1992
Series 4 - Registered Options Principal Examination
BC
Issued 4/5/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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